Financial Services Professional
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Financial Services Professional Employees
Employee
Years
Job
Industry
Geoffrey Harris, CRPC® Geoffrey Harris, CRPC®'s Financial Services Professional Experience January 2005 - October 2012
Job Relationship Banker, Financial Education Facilitator
Industry Financial Services
Experience
Wisconsin-Based Regional Bank November 2012 - Present
Special Olympics Wisconsin April 2012 - June 2013
Financial Services Professional January 2005 - October 2012
Skills
Long Distance Running, College Savings Plans, IRAs, 401k, Roth IRA, Mutual Funds, FINRA, Retirement, Financial Services, Retirement Planning, Series 7, Series 6, Stocks, ERISA, Bonds, Asset Allocation, Uniform Combined State..., Securities, Investment Advisory, Series 65, Wealth Management, Fixed Annuities, Investment Strategies, Alternative Investments, Marathon
Education
College for Financial Planning
University of Wisconsin-Milwaukee
B.A., Psychology
Wisconsin-Based Regional Bank November 2012 - Present
Special Olympics Wisconsin April 2012 - June 2013
Financial Services Professional January 2005 - October 2012
Skills
Long Distance Running, College Savings Plans, IRAs, 401k, Roth IRA, Mutual Funds, FINRA, Retirement, Financial Services, Retirement Planning, Series 7, Series 6, Stocks, ERISA, Bonds, Asset Allocation, Uniform Combined State..., Securities, Investment Advisory, Series 65, Wealth Management, Fixed Annuities, Investment Strategies, Alternative Investments, Marathon
Education
College for Financial Planning
University of Wisconsin-Milwaukee
B.A., Psychology
Joseph Orndorf Joseph Orndorf's Financial Services Professional Experience May 2007 - August 2011
Job Business Development Executive at Phocas
Industry Computer Software
Experience
Phocas July 2014 - Present
Townsware Corp August 2011 - July 2014
Financial Services Professional May 2007 - August 2011
Independent Consultant May 2007 - May 2008
ASI Business Solutions April 2000 - May 2007
Skills
CRM, Email Marketing, Marketing Strategy, Advertising, New Business Development, Sales Operations, Management, Program Management, Sales, Contract Negotiation, Leadership, SaaS, Process Improvement, Product Marketing, Marketing
Education
Drexel University
Phocas July 2014 - Present
Townsware Corp August 2011 - July 2014
Financial Services Professional May 2007 - August 2011
Independent Consultant May 2007 - May 2008
ASI Business Solutions April 2000 - May 2007
Skills
CRM, Email Marketing, Marketing Strategy, Advertising, New Business Development, Sales Operations, Management, Program Management, Sales, Contract Negotiation, Leadership, SaaS, Process Improvement, Product Marketing, Marketing
Education
Drexel University
Shawn E Brown Shawn E Brown's Financial Services Professional Experience May 2013 - January 2014
Job Insurance Advisor at Shawn E Brown Insurance
Industry Insurance
Experience
Shawn E Brown Insurance June 2014 - Present
RLK Advisory Group January 2014 - July 2014
Financial Services Professional May 2013 - January 2014
AT&T Mobility April 2006 - April 2013
Skills
Health Insurance, Term Life Insurance, Whole Life Insurance, Insurance, Medicare Advantage, Short Term Medical, Customer Experience, Disability Insurance, Medicare Part D, Retirement Stategies, Retirement, College Education..., Affordable Care Act, 1035 Exchange, Dental Insurance, Medicare Supplements, Microsoft Office, Strategic Planning, Whole Life, Cold Calling
Education
Johnson and Wales University 1999 — 2000
Business Administration and Management, General
Spruce Creek High School 1996 — 1999
Shawn E Brown Insurance June 2014 - Present
RLK Advisory Group January 2014 - July 2014
Financial Services Professional May 2013 - January 2014
AT&T Mobility April 2006 - April 2013
Skills
Health Insurance, Term Life Insurance, Whole Life Insurance, Insurance, Medicare Advantage, Short Term Medical, Customer Experience, Disability Insurance, Medicare Part D, Retirement Stategies, Retirement, College Education..., Affordable Care Act, 1035 Exchange, Dental Insurance, Medicare Supplements, Microsoft Office, Strategic Planning, Whole Life, Cold Calling
Education
Johnson and Wales University 1999 — 2000
Business Administration and Management, General
Spruce Creek High School 1996 — 1999
Jennifer Ann Hall's Financial Services Professional Experience January 2011 - June 2011
Job Retirement Solutions Specialist helping Professionals, Small Business Owners and Retirees plan for the future
Industry Financial Services
Experience
NYLIFE Securities LLC February 2013 - Present
New York Life Insurance Company June 2011 - February 2013
Financial Services Professional January 2011 - June 2011
Skills
Retirement, Estate Planning, Insurance, Strategic Financial..., Small Business, Financial Services, Term Life Insurance, Buy-sell Agreements, Long Term Care Insurance, Licensed Life Insurance..., Fixed Annuities, Health Insurance, Employee Benefits, Disability Insurance, Workshops and Seminars, Tax Diversify Your..., Deferred Compensation, Executive Bonus
Education
Rosemont College 1999 — 2003
Bachelor of Arts (B.A.)
American University
NYLIFE Securities LLC February 2013 - Present
New York Life Insurance Company June 2011 - February 2013
Financial Services Professional January 2011 - June 2011
Skills
Retirement, Estate Planning, Insurance, Strategic Financial..., Small Business, Financial Services, Term Life Insurance, Buy-sell Agreements, Long Term Care Insurance, Licensed Life Insurance..., Fixed Annuities, Health Insurance, Employee Benefits, Disability Insurance, Workshops and Seminars, Tax Diversify Your..., Deferred Compensation, Executive Bonus
Education
Rosemont College 1999 — 2003
Bachelor of Arts (B.A.)
American University
Alice Harbeke Alice Harbeke's Financial Services Professional Experience December 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Financial Services Professional December 2014 - Present
Copper Tree Insurance December 2013 - November 2014
Lynn Hennessy State Farm June 2011 - December 2013
Lane Stermer State Farm August 2008 - August 2010
Skills
Customer Service, Insurance, Residential Homes, Small Business, Marketing, Public Speaking
Education
University of Arizona
Financial Services Professional December 2014 - Present
Copper Tree Insurance December 2013 - November 2014
Lynn Hennessy State Farm June 2011 - December 2013
Lane Stermer State Farm August 2008 - August 2010
Skills
Customer Service, Insurance, Residential Homes, Small Business, Marketing, Public Speaking
Education
University of Arizona
William K Bridgers's Financial Services Professional Experience October 2013 - December 2014
Job William K Bridgers, Insurance Consultant, LLC
Industry Financial Services
Experience
William K Bridgers, Insurance Consultant, LLC January 2015 - Present
NAIFA-Central Utah 2015 - 2015
Financial Services Professional October 2013 - December 2014
Designs In Life, A Principal Office of Insurance Designers of America (IDA) January 2008 - August 2013
Capitas Financial March 2002 - December 2007
Transamerica Life Insurance Company February 2000 - February 2002
Merrill Lynch January 1995 - February 2000
Education
University of California, Santa Barbara 1970 — 1972
Bachelor of Arts (BA)
Santa Barbara City College 1966 — 1967
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
William K Bridgers, Insurance Consultant, LLC January 2015 - Present
NAIFA-Central Utah 2015 - 2015
Financial Services Professional October 2013 - December 2014
Designs In Life, A Principal Office of Insurance Designers of America (IDA) January 2008 - August 2013
Capitas Financial March 2002 - December 2007
Transamerica Life Insurance Company February 2000 - February 2002
Merrill Lynch January 1995 - February 2000
Education
University of California, Santa Barbara 1970 — 1972
Bachelor of Arts (BA)
Santa Barbara City College 1966 — 1967
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
Anna Peters Anna Peters's Financial Services Professional Experience March 2013 - February 2014
Job Financial Services Professional MassMutual Greater Richmond
Industry Financial Services
Experience
MassMutual Greater Richmond March 2015 - Present
Financial Services Professional March 2013 - February 2014
International Business College 2009 - 2012
Education
Keller Graduate School of Management of DeVry University 2012 — 2016
Master of Business Administration (MBA)
Franklin College 2003 — 2007
Bachelor of Arts (B.A.), Business: Marketing and Finance
MassMutual Greater Richmond March 2015 - Present
Financial Services Professional March 2013 - February 2014
International Business College 2009 - 2012
Education
Keller Graduate School of Management of DeVry University 2012 — 2016
Master of Business Administration (MBA)
Franklin College 2003 — 2007
Bachelor of Arts (B.A.), Business: Marketing and Finance
Aneka Ayanna Tene' Forte Aneka Ayanna Tene' Forte's Financial Services Professional Experience 2011 - Present
Job Need Clarity,Confidence,Clients,and Cash? Let me help you transform your life and business!!
Industry Marketing and Advertising
Experience
Aneka Ayanna Tene' January 2015 - Present
Financial Services Professional 2011 - Present
Creative Property Solutions & Consulting, LLC April 2004 - Present
Asset Direct Mortgage, LLC August 2002 - March 2004
Skills
Business Development, Leadership, Transformational Life..., Lifestyle Coaching, Entrepreneurship, Life Insurance, Investments, Business Strategy, Strategic Planning, Financial Services, Investment Properties, Customer Service, Social Media Marketing, Marketing Strategy, Social Networking, Loans, Lead Generation, Problem Solving, Sales, Final Expense Planning, Motivational Speaking, Mortgage Lending, Project Planning, New Business Development, Analysis, Start-ups, Business Planning, Negotiation, Team Building, Market Planning, Inspiration, Empower, Term Life Insurance, Fixed Annuities, Indexed Annuities, Universal Life, Strategy, Consulting, Online Marketing, Marketing, Banking
Education
Alabama A&M University 2005
Business Admin
Booker T Washington
Troy University
Business Admin/Finance
Aneka Ayanna Tene' January 2015 - Present
Financial Services Professional 2011 - Present
Creative Property Solutions & Consulting, LLC April 2004 - Present
Asset Direct Mortgage, LLC August 2002 - March 2004
Skills
Business Development, Leadership, Transformational Life..., Lifestyle Coaching, Entrepreneurship, Life Insurance, Investments, Business Strategy, Strategic Planning, Financial Services, Investment Properties, Customer Service, Social Media Marketing, Marketing Strategy, Social Networking, Loans, Lead Generation, Problem Solving, Sales, Final Expense Planning, Motivational Speaking, Mortgage Lending, Project Planning, New Business Development, Analysis, Start-ups, Business Planning, Negotiation, Team Building, Market Planning, Inspiration, Empower, Term Life Insurance, Fixed Annuities, Indexed Annuities, Universal Life, Strategy, Consulting, Online Marketing, Marketing, Banking
Education
Alabama A&M University 2005
Business Admin
Booker T Washington
Troy University
Business Admin/Finance
David Graf,MBA David Graf,MBA's Financial Services Professional Experience January 1997 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Financial Services Professional January 1997 - Present
Education
Embry-Riddle Aeronautical University 1992 — 1996
Master's degree, Business Administration and Management, General, 3.5
Bemidji State University 1977 — 1981
Bachelor's degree, Political Science and Government, 3.9
Financial Services Professional January 1997 - Present
Education
Embry-Riddle Aeronautical University 1992 — 1996
Master's degree, Business Administration and Management, General, 3.5
Bemidji State University 1977 — 1981
Bachelor's degree, Political Science and Government, 3.9
Jaeyun 'Jay' Joo Jaeyun 'Jay' Joo's Financial Services Professional Experience July 2013 - Present
Job Financial Services Professional
Industry Banking
Experience
Financial Services Professional July 2013 - Present
CBI Group December 2012 - June 2013
SunTrust Bank November 2009 - November 2012
SunTrust Bank May 2007 - October 2009
Morgan Stanley September 2004 - March 2007
Morgan Stanley March 2000 - September 2004
CORESTAFF Services May 1998 - March 2000
Shamrock Financial Services 1994 - 1998
Skills
Equities, Financial Services, Investment Management, Fixed Income, Securities, Bonds, Wealth Management, Portfolio Management, Capital Markets, Mutual Funds, Trading, Bloomberg, Banking, Derivatives, Alternative Investments, Options, Series 7, Hedge Funds, Structured Products, Operational Risk, FINRA, Investment Banking, Investments, Settlement, Asset Allocation, Bloomberg Terminal, Financial Markets, Back Office, Middle Office, FX Options, Wealth, Credit Derivatives, Funding
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Yonsei University 1990 — 1990
Summer program / Internship, International Finance
Financial Services Professional July 2013 - Present
CBI Group December 2012 - June 2013
SunTrust Bank November 2009 - November 2012
SunTrust Bank May 2007 - October 2009
Morgan Stanley September 2004 - March 2007
Morgan Stanley March 2000 - September 2004
CORESTAFF Services May 1998 - March 2000
Shamrock Financial Services 1994 - 1998
Skills
Equities, Financial Services, Investment Management, Fixed Income, Securities, Bonds, Wealth Management, Portfolio Management, Capital Markets, Mutual Funds, Trading, Bloomberg, Banking, Derivatives, Alternative Investments, Options, Series 7, Hedge Funds, Structured Products, Operational Risk, FINRA, Investment Banking, Investments, Settlement, Asset Allocation, Bloomberg Terminal, Financial Markets, Back Office, Middle Office, FX Options, Wealth, Credit Derivatives, Funding
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Yonsei University 1990 — 1990
Summer program / Internship, International Finance
Bill Suhs Bill Suhs's Financial Services Professional Experience October 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Financial Services Professional October 2009 - Present
TCF Equipment Finance February 2009 - October 2009
Popular Finance June 2007 - February 2009
Key Equipment Finance February 2002 - June 2007
GE Capital February 1999 - February 2002
AT&T Capital 1991 - 1997
AT&T Capital 1991 - 1997
Datronic Rental Corporation 1989 - 1991
Datronic Rental 1989 - 1991
Skills
Asset Based Lending, Account Management, Banking, Business Development, Commercial Lending, Credit, Credit Analysis, Customer Service, Finance, Financial Services, Leadership, Loans, Financial Analysis, Management, Negotiation, New Business Development, Sales Management, Selling Skills
Education
Benedictine University 1986 — 1988
bachelors, business
College of DuPage 1983 — 1986
Benet Academy 1979 — 1983
Diploma, 9-12
Financial Services Professional October 2009 - Present
TCF Equipment Finance February 2009 - October 2009
Popular Finance June 2007 - February 2009
Key Equipment Finance February 2002 - June 2007
GE Capital February 1999 - February 2002
AT&T Capital 1991 - 1997
AT&T Capital 1991 - 1997
Datronic Rental Corporation 1989 - 1991
Datronic Rental 1989 - 1991
Skills
Asset Based Lending, Account Management, Banking, Business Development, Commercial Lending, Credit, Credit Analysis, Customer Service, Finance, Financial Services, Leadership, Loans, Financial Analysis, Management, Negotiation, New Business Development, Sales Management, Selling Skills
Education
Benedictine University 1986 — 1988
bachelors, business
College of DuPage 1983 — 1986
Benet Academy 1979 — 1983
Diploma, 9-12
Lisa M. Blake's Financial Services Professional Experience May 2013 - Present
Job Registered Representative at NYLIFE Securities LLC
Industry Financial Services
Experience
Financial Services Professional May 2013 - Present
Images by Lisa Blake March 2010 - May 2013
American Century Investments May 1997 - December 2008
UBS Global Asset Management July 2001 - August 2004
American Century Investments February 1997 - May 2001
Janus Capital Group March 1992 - February 1997
Skills
Business Development, Investments, Insurance, Small Business, Financial Services, Retirement, Retirement Planning, 401k Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Insurance, Legacies, Licensed Life Insurance..., Succession Planning, Mutual Funds, Fixed Annuities, Finance, Asset Allocation, CRM, Life Insurance, Leadership
Education
MidAmerica Nazarene University 2008 — 2010
Business Management & Human Relations, Business
Emporia State University 1981 — 1982
Business Administration, Business Management & Relationship Management
Financial Services Professional May 2013 - Present
Images by Lisa Blake March 2010 - May 2013
American Century Investments May 1997 - December 2008
UBS Global Asset Management July 2001 - August 2004
American Century Investments February 1997 - May 2001
Janus Capital Group March 1992 - February 1997
Skills
Business Development, Investments, Insurance, Small Business, Financial Services, Retirement, Retirement Planning, 401k Rollovers, Annuity Sales, Asset Protection, Gifting Strategies, Key Person Insurance, Legacies, Licensed Life Insurance..., Succession Planning, Mutual Funds, Fixed Annuities, Finance, Asset Allocation, CRM, Life Insurance, Leadership
Education
MidAmerica Nazarene University 2008 — 2010
Business Management & Human Relations, Business
Emporia State University 1981 — 1982
Business Administration, Business Management & Relationship Management
Ronald D'Souza Ronald D'Souza's Financial Services Professional Experience March 2012 - Present
Job Independent Consultant
Industry Financial Services
Experience
Financial Services Professional March 2012 - Present
True North Financial Solutions an agency of Masschusetts Mutual Life Insurance Company (MassMutual) November 2010 - March 2012
GE Commercial Finance Aviation Services (GECAS) 2001 - November 2010
GE Capital - Structured Finance Group (SFG) 1996 - 2001
CIBC Leasing 1990 - 1996
Xerox Credit corp 1986 - 1990
Skills
Asset, Corporate Finance, Commercial Real Estate, Asset Managment, Investments, Project Finance, Capital Markets, Financial Modeling, Due Diligence, Leveraged Finance, Financial Analysis, Asset Based Lending, Private Equity, Financial Structuring, Contract Negotiation, Structured Finance
Education
Rutgers, The State University of New Jersey-Newark 1978 — 1980
MBA, Finance
University of Mumbai 1970 — 1972
MA, Economics
St. Xavier's College 1967 — 1970
BA, Economics and Political Science
Financial Services Professional March 2012 - Present
True North Financial Solutions an agency of Masschusetts Mutual Life Insurance Company (MassMutual) November 2010 - March 2012
GE Commercial Finance Aviation Services (GECAS) 2001 - November 2010
GE Capital - Structured Finance Group (SFG) 1996 - 2001
CIBC Leasing 1990 - 1996
Xerox Credit corp 1986 - 1990
Skills
Asset, Corporate Finance, Commercial Real Estate, Asset Managment, Investments, Project Finance, Capital Markets, Financial Modeling, Due Diligence, Leveraged Finance, Financial Analysis, Asset Based Lending, Private Equity, Financial Structuring, Contract Negotiation, Structured Finance
Education
Rutgers, The State University of New Jersey-Newark 1978 — 1980
MBA, Finance
University of Mumbai 1970 — 1972
MA, Economics
St. Xavier's College 1967 — 1970
BA, Economics and Political Science
Stephen DeBenedetto's Financial Services Professional Experience February 2013 - December 2013
Job Intake Coordinator at Kelly Services
Industry Staffing and Recruiting
Experience
Kelly Services December 2013 - Present
Financial Services Professional February 2013 - December 2013
G & S Drug Corp 2003 - 2013
Skills
Data Entry, Microsoft Excel, Team Building, Sales, Account Management, PowerPoint, Management, Customer Service, Leadership, Research, Microsoft Office
Education
Rutgers University 1999 — 2003
Bachelor of Science (B.S.)
Monsignor Farrell High School
Kelly Services December 2013 - Present
Financial Services Professional February 2013 - December 2013
G & S Drug Corp 2003 - 2013
Skills
Data Entry, Microsoft Excel, Team Building, Sales, Account Management, PowerPoint, Management, Customer Service, Leadership, Research, Microsoft Office
Education
Rutgers University 1999 — 2003
Bachelor of Science (B.S.)
Monsignor Farrell High School
Lissa Benton Lissa Benton's Financial Services Professional Experience 2011 - Present
Job Financial Services Professional, Property & Casualty Broker
Industry Financial Services
Experience
Financial Services Professional 2011 - Present
Property& Casualty May 2013 - Present
Merchant January 2011 - Present
Salsa Mambo Dancer January 2000 - Present
Natures Sunshine January 2000 - Present
New York Life Insurance Company November 2009 - January 2011
Ramius Capital Group January 2002 - October 2006
Bear Stearns Asset Management September 1998 - December 2000
Chase Manhattan Corporation May 1993 - September 1998
Education
New York University 2006 — 2009
Bachelor's degree, Business Administration and Management, General
Queensborough Community College 1985 — 1988
Associate's degree, Business Administration and Management, General
Financial Services Professional 2011 - Present
Property& Casualty May 2013 - Present
Merchant January 2011 - Present
Salsa Mambo Dancer January 2000 - Present
Natures Sunshine January 2000 - Present
New York Life Insurance Company November 2009 - January 2011
Ramius Capital Group January 2002 - October 2006
Bear Stearns Asset Management September 1998 - December 2000
Chase Manhattan Corporation May 1993 - September 1998
Education
New York University 2006 — 2009
Bachelor's degree, Business Administration and Management, General
Queensborough Community College 1985 — 1988
Associate's degree, Business Administration and Management, General
Barbara Carswell Barbara Carswell's Financial Services Professional Experience 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Financial Services Professional 2012 - Present
First Option Mortgage, LLC 2008 - 2012
webTreeLoan.com, Inc 2005 - 2008
Homeowners Loan Corp December 2001 - October 2005
First Union Home Equity Bank, NA April 1987 - September 1998
Skills
Mortgage Banking, Mortgage Lending, Credit, Banking, Financial Analysis, Credit Analysis, USDA, VA loans, Finance, Underwriting, Investments, Real Estate, FHA, Loan Origination, Commercial Lending, Financial Services, Reverse Mortgages
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2000
Masters of Accountancy, Accounting
University of North Carolina at Charlotte - Belk College of Business 1983 — 1986
Bachelors of Accountancy, Accounting
Financial Services Professional 2012 - Present
First Option Mortgage, LLC 2008 - 2012
webTreeLoan.com, Inc 2005 - 2008
Homeowners Loan Corp December 2001 - October 2005
First Union Home Equity Bank, NA April 1987 - September 1998
Skills
Mortgage Banking, Mortgage Lending, Credit, Banking, Financial Analysis, Credit Analysis, USDA, VA loans, Finance, Underwriting, Investments, Real Estate, FHA, Loan Origination, Commercial Lending, Financial Services, Reverse Mortgages
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2000
Masters of Accountancy, Accounting
University of North Carolina at Charlotte - Belk College of Business 1983 — 1986
Bachelors of Accountancy, Accounting
Juliette A. Jackson MBA; CRM Juliette A. Jackson MBA; CRM's Financial Services Professional Experience January 2015 - Present
Job Dynamic resultsoriented Financial Services professional
Industry Financial Services
Experience
Financial Services Professional January 2015 - Present
Skills
Strategic Planning, Enterprise Risk..., Stakeholder Engagement, Risk Management, Project Management, Policy & Procedural..., Internal Audit Process, Corporate Governance, Research & Report..., Credit Risk & Retail..., Business Continuity..., Financial Analysis, Team Leadership, Management, Leadership, Loans, Credit Risk, Financial Services, Credit Analysis, Strategic Financial..., Finance, Investments, Coaching, Change Management, Business Development, Relationship Management, Compliance, Risk Assessmnet &..., Financial Planning
Education
Global Risk Management Institute 2008 — 2009
CRM
University of Toronto 2008 — 2009
Nova Southeastern University 1996 — 1997
Master of Business Administration (M.B.A.)
University of the West Indies 1988 — 1992
BA
Financial Services Professional January 2015 - Present
Skills
Strategic Planning, Enterprise Risk..., Stakeholder Engagement, Risk Management, Project Management, Policy & Procedural..., Internal Audit Process, Corporate Governance, Research & Report..., Credit Risk & Retail..., Business Continuity..., Financial Analysis, Team Leadership, Management, Leadership, Loans, Credit Risk, Financial Services, Credit Analysis, Strategic Financial..., Finance, Investments, Coaching, Change Management, Business Development, Relationship Management, Compliance, Risk Assessmnet &..., Financial Planning
Education
Global Risk Management Institute 2008 — 2009
CRM
University of Toronto 2008 — 2009
Nova Southeastern University 1996 — 1997
Master of Business Administration (M.B.A.)
University of the West Indies 1988 — 1992
BA
GREG SEASHORE GREG SEASHORE's Financial Services Professional Experience April 1995 - September 2008
Job Investment Consultant
Industry Financial Services
Experience
Scottrade June 2010 - Present
US Census Bureau February 2009 - May 2010
Financial Services Professional April 1995 - September 2008
Skills
Series 63, Series 7, Securities, Mutual Funds, Options, Investments, Retirement Planning, Fixed Annuities, Retirement, Bonds, Equities, Series 24, FINRA
Education
The University of Texas at Austin
BS, COMMUNICATIONS
Scottrade June 2010 - Present
US Census Bureau February 2009 - May 2010
Financial Services Professional April 1995 - September 2008
Skills
Series 63, Series 7, Securities, Mutual Funds, Options, Investments, Retirement Planning, Fixed Annuities, Retirement, Bonds, Equities, Series 24, FINRA
Education
The University of Texas at Austin
BS, COMMUNICATIONS
John Regner's Financial Services Professional Experience August 2013 - July 2015
Job Director of Strategic Sales & Marketing at ID Label, Inc
Industry Printing
Experience
ID Label, Inc March 2015 - Present
Financial Services Professional August 2013 - July 2015
Enterprise Rent-A-Car January 2010 - May 2013
Delta Sigma Phi Fraternity May 2008 - January 2010
Skills
Leadership, Training, Recruiting, Sales, Customer Service, Management, Sales Management, Marketing, Sales Process, Marketing Strategy, New Business Development, Coaching, Team Building, Business Development, Finance, Insurance, Financial Planning, Consulting, Social Media Marketing
Education
Millikin University 2004 — 2008
BS, Biology
ID Label, Inc March 2015 - Present
Financial Services Professional August 2013 - July 2015
Enterprise Rent-A-Car January 2010 - May 2013
Delta Sigma Phi Fraternity May 2008 - January 2010
Skills
Leadership, Training, Recruiting, Sales, Customer Service, Management, Sales Management, Marketing, Sales Process, Marketing Strategy, New Business Development, Coaching, Team Building, Business Development, Finance, Insurance, Financial Planning, Consulting, Social Media Marketing
Education
Millikin University 2004 — 2008
BS, Biology
Jennifer Harper, CFP®'s Financial Services Professional Experience April 2000 - April 2008
Job Founder and Director at Bridge Financial Planning
Industry Financial Services
Experience
Bridge Financial Planning January 2015 - Present
Common Cents Financial Literacy, Inc. November 2005 - Present
University of Tennessee at Chattanooga January 2014 - Present
Partnership for Families, Children and Adults January 2014 - January 2015
SunTrust Bank April 2008 - July 2013
Financial Services Professional April 2000 - April 2008
Skills
Strategic Financial..., Non-profit Boards, Non-profit Program..., Fundraising, Investments, Risk Management, Portfolio Management, Finance, Asset Management, High Net Worth..., Wealth, Strategy, Wealth Management, Retirement Planning, Investment Management, Financial Planning
Education
The University of Tennessee at Chattanooga 2000 — 2001
MBA
The University of Tennessee at Chattanooga 1995 — 1999
B.S., Sociology
Bridge Financial Planning January 2015 - Present
Common Cents Financial Literacy, Inc. November 2005 - Present
University of Tennessee at Chattanooga January 2014 - Present
Partnership for Families, Children and Adults January 2014 - January 2015
SunTrust Bank April 2008 - July 2013
Financial Services Professional April 2000 - April 2008
Skills
Strategic Financial..., Non-profit Boards, Non-profit Program..., Fundraising, Investments, Risk Management, Portfolio Management, Finance, Asset Management, High Net Worth..., Wealth, Strategy, Wealth Management, Retirement Planning, Investment Management, Financial Planning
Education
The University of Tennessee at Chattanooga 2000 — 2001
MBA
The University of Tennessee at Chattanooga 1995 — 1999
B.S., Sociology
Jason Koch, APSC Jason Koch, APSC's Financial Services Professional Experience 1991 - 2009
Job Automated Accounts Payable Specialist
Industry Banking
Experience
Commerce Bank June 2013 - Present
Business Solutions 2009 - 2013
Financial Services Professional 1991 - 2009
Skills
Salesforce.com, Cloud Computing, Consulting, Business Process Design, CRM software, CRM, Marketing, Sales Process, Leadership, Strategic Planning, Sales Management, Business Development, Financial Services, Management, Sales, Account Management, Customer Service, Business Process, Relationship Management, New Business Development
Education
Texas A&M University 1987 — 1990
BBA, Finance
Stephen F. Austin State University 1985 — 1987
University of St. Thomas (TX) 1998 — 1999
Certificate Program in Financial Management, Accounting and Finance
Commerce Bank June 2013 - Present
Business Solutions 2009 - 2013
Financial Services Professional 1991 - 2009
Skills
Salesforce.com, Cloud Computing, Consulting, Business Process Design, CRM software, CRM, Marketing, Sales Process, Leadership, Strategic Planning, Sales Management, Business Development, Financial Services, Management, Sales, Account Management, Customer Service, Business Process, Relationship Management, New Business Development
Education
Texas A&M University 1987 — 1990
BBA, Finance
Stephen F. Austin State University 1985 — 1987
University of St. Thomas (TX) 1998 — 1999
Certificate Program in Financial Management, Accounting and Finance
Teresa Marshall Teresa Marshall's Financial Services Professional Experience October 2010 - Present
Job Financial Services Entrepreneur | Success Coach | Visionary
Industry Financial Services
Experience
Financial Services Professional October 2010 - Present
Dart Phone April 2009 - May 2012
Aflac September 2008 - April 2009
The Salvation Army July 2001 - February 2006
Skills
Term Life Insurance, Disability Insurance, Health Insurance, Whole Life, Life Insurance, Insurance, Accident, Long-term Care, Universal Life, Fixed Annuities, Employee Benefits, General Insurance, 401k, Asset Allocation, Bonds, Estate Planning, FINRA, Financial Advisory, Pensions, Retirement, Wealth Management, Long Term Care Insurance, Professional Liability, Wealth, Legal Liability, Mutual Funds, Retirement Planning, Financial Services, Series 7, Securities, Small Business, Open Enrollment, Income Protection, Mortgage Lending, Personal Finance, Investment Advisory, Financial Risk, Variable Annuities, Strategic Financial..., IRAs, Series 6, Series 63, Savings, Investments, Financial Planners, Personal Financial..., Medicare, Underwriting, Workers Compensation, Uniform Combined State...
Education
Meridian Technology Center 1999 — 2000
Real Estate
El Camino College 1983 — 1984
Arts
Southeast Missouri State University 1981 — 1982
General
Greenville High School 1978 — 1981
Financial Services Professional October 2010 - Present
Dart Phone April 2009 - May 2012
Aflac September 2008 - April 2009
The Salvation Army July 2001 - February 2006
Skills
Term Life Insurance, Disability Insurance, Health Insurance, Whole Life, Life Insurance, Insurance, Accident, Long-term Care, Universal Life, Fixed Annuities, Employee Benefits, General Insurance, 401k, Asset Allocation, Bonds, Estate Planning, FINRA, Financial Advisory, Pensions, Retirement, Wealth Management, Long Term Care Insurance, Professional Liability, Wealth, Legal Liability, Mutual Funds, Retirement Planning, Financial Services, Series 7, Securities, Small Business, Open Enrollment, Income Protection, Mortgage Lending, Personal Finance, Investment Advisory, Financial Risk, Variable Annuities, Strategic Financial..., IRAs, Series 6, Series 63, Savings, Investments, Financial Planners, Personal Financial..., Medicare, Underwriting, Workers Compensation, Uniform Combined State...
Education
Meridian Technology Center 1999 — 2000
Real Estate
El Camino College 1983 — 1984
Arts
Southeast Missouri State University 1981 — 1982
General
Greenville High School 1978 — 1981
Beth Morgan Beth Morgan's Financial Services Professional Experience 2015 - Present
Job Audit/ Regulatory Compliance | Enterprise Risk Management | Continuous Improvement
Industry Financial Services
Experience
Financial Services Professional 2015 - Present
Comerica Bank 2008 - 2015
Bank of America/MBNA 1993 - 2007
Reliance Insurance Company 1991 - 1993
PwC 1987 - 1991
Skills
Banking, Auditing, Risk Management, Enterprise Risk..., Financial Analysis, Financial Services, Process Improvement, Regulatory Compliance, Corporate Governance, Anti Money Laundering, Internal Contol Risk..., Audit Committee..., Integrated Audits, Third Party Vendor..., Sarbanes-Oxley Act, System Deployment, Due Diligence, Commercial Lending, Consumer Lending, Retail Banking, Mortgage Banking, Operational Risk..., Heightened Regulatory..., Entity Level Controls, Bank Secrecy Act, OFAC Sanctions, USA PATRIOT Act, Dodd-Frank, Application Controls, COSO Framework, Enhanced Prudential..., Incentive Programs, HMDA, RESPA, Truth in Lending - Reg Z, Equal Credit..., Electronic Funds..., Privacy Regulations
Education
Ithaca College 1983 — 1987
Bachelor of Science (B.S.), Accounting
Financial Services Professional 2015 - Present
Comerica Bank 2008 - 2015
Bank of America/MBNA 1993 - 2007
Reliance Insurance Company 1991 - 1993
PwC 1987 - 1991
Skills
Banking, Auditing, Risk Management, Enterprise Risk..., Financial Analysis, Financial Services, Process Improvement, Regulatory Compliance, Corporate Governance, Anti Money Laundering, Internal Contol Risk..., Audit Committee..., Integrated Audits, Third Party Vendor..., Sarbanes-Oxley Act, System Deployment, Due Diligence, Commercial Lending, Consumer Lending, Retail Banking, Mortgage Banking, Operational Risk..., Heightened Regulatory..., Entity Level Controls, Bank Secrecy Act, OFAC Sanctions, USA PATRIOT Act, Dodd-Frank, Application Controls, COSO Framework, Enhanced Prudential..., Incentive Programs, HMDA, RESPA, Truth in Lending - Reg Z, Equal Credit..., Electronic Funds..., Privacy Regulations
Education
Ithaca College 1983 — 1987
Bachelor of Science (B.S.), Accounting
David Dwyer's Financial Services Professional Experience January 2011 - Present
Job at Financial Services Professional
Industry Financial Services
Experience
Financial Services Professional January 2011 - Present
Saba Capital Management March 2010 - February 2011
Renaissance Technologies October 2005 - May 2009
Putnam 1998 - 2005
Putnam Investments 1998 - 2003
Morgan Stanley Investment Management 1994 - 1996
Skills
Portfolio Management
Education
University of South Carolina - Darla Moore School of Business 1992 — 1994
MIBS, International Business
Boston College 1985 — 1989
BA, Int'l Relations
Financial Services Professional January 2011 - Present
Saba Capital Management March 2010 - February 2011
Renaissance Technologies October 2005 - May 2009
Putnam 1998 - 2005
Putnam Investments 1998 - 2003
Morgan Stanley Investment Management 1994 - 1996
Skills
Portfolio Management
Education
University of South Carolina - Darla Moore School of Business 1992 — 1994
MIBS, International Business
Boston College 1985 — 1989
BA, Int'l Relations
Jonathan Barbato, CAIA's Financial Services Professional Experience January 2009 - October 2009
Job Director of Manager Selection
Industry Investment Management
Experience
Geller Family Office Services LLC April 2009 - Present
Financial Services Professional January 2009 - October 2009
Fortigent April 2007 - 2008
Atlantic Trust 2003 - April 2007
Skills
Fund Of Funds, Technical Analysis, Precious Metals, Metals, CTAs, Hedge Funds, Equities, Economics, Emerging Markets, Commodity, Portfolio Management, Alternative Investments, Investments, Fixed Income, Asset Managment, Due Diligence, Asset Allocation, Investment Writing, Venture Capital, Wealth Management, Asset Management, Mutual Funds, Investment Management
Education
Penn State University 1994 — 2000
BS, Economics
Loyola Blakefield 1990 — 1994
Loyola University Maryland
Geller Family Office Services LLC April 2009 - Present
Financial Services Professional January 2009 - October 2009
Fortigent April 2007 - 2008
Atlantic Trust 2003 - April 2007
Skills
Fund Of Funds, Technical Analysis, Precious Metals, Metals, CTAs, Hedge Funds, Equities, Economics, Emerging Markets, Commodity, Portfolio Management, Alternative Investments, Investments, Fixed Income, Asset Managment, Due Diligence, Asset Allocation, Investment Writing, Venture Capital, Wealth Management, Asset Management, Mutual Funds, Investment Management
Education
Penn State University 1994 — 2000
BS, Economics
Loyola Blakefield 1990 — 1994
Loyola University Maryland
John J 'JOD' O'Donnell's Financial Services Professional Experience May 2010 - Present
Job Experienced financial services professional
Industry Investment Management
Experience
Financial Services Professional May 2010 - Present
Heat United Soccer Club 2012 - 2014
AMCORE Bank 2008 - 2010
Infinity Wealth Management 2003 - 2008
Jackson National Life 2002 - 2003
Liberty Funds 1999 - 2002
Dearborn Financial 1998 - 1999
Allstate 1997 - 1998
Liberty Securities 1992 - 1997
Skills
Mutual Funds, ETFs, Bonds, Public Speaking, Coaching, Stocks, Series 7, Series 63, Fixed Annuities, Securities, Investments, Retirement Planning, FINRA, Series 6, Wealth Management, Financial Planning, Finance, Financial Advisory, Financial Services, Management, Strategy, Strategic Financial...
Education
Ted Spella Community Leadership School 2004 — 2005
County College of Morris
AA, Liberal Arts
Hopatcong High School
Montclair State University
BA, English
Financial Services Professional May 2010 - Present
Heat United Soccer Club 2012 - 2014
AMCORE Bank 2008 - 2010
Infinity Wealth Management 2003 - 2008
Jackson National Life 2002 - 2003
Liberty Funds 1999 - 2002
Dearborn Financial 1998 - 1999
Allstate 1997 - 1998
Liberty Securities 1992 - 1997
Skills
Mutual Funds, ETFs, Bonds, Public Speaking, Coaching, Stocks, Series 7, Series 63, Fixed Annuities, Securities, Investments, Retirement Planning, FINRA, Series 6, Wealth Management, Financial Planning, Finance, Financial Advisory, Financial Services, Management, Strategy, Strategic Financial...
Education
Ted Spella Community Leadership School 2004 — 2005
County College of Morris
AA, Liberal Arts
Hopatcong High School
Montclair State University
BA, English
Mike Laucik's Financial Services Professional Experience May 2006 - Present
Job Financial Services Professional at Financial Services Professional
Industry Financial Services
Experience
Financial Services Professional May 2006 - Present
Merrill Lynch Investment Managers November 2000 - May 2006
Deutsche Bank October 1996 - December 2000
Education
Rutgers University-New Brunswick
BS, Accounting
Financial Services Professional May 2006 - Present
Merrill Lynch Investment Managers November 2000 - May 2006
Deutsche Bank October 1996 - December 2000
Education
Rutgers University-New Brunswick
BS, Accounting
Manny Oduro,MBA,CISA's Financial Services Professional Experience March 2013 - Present
Job Senior BSA/AML/Compliance Analyst. A Financial Services Professional
Industry Financial Services
Experience
Financial Services Professional March 2013 - Present
SolomonEdwardsGroup/ Promontory Financial Group August 2011 - February 2013
Chase Home Finance September 2010 - September 2011
Wells Fargo Home Mortgage November 2009 - November 2010
Telhio Credit Union May 2006 - November 2009
First Meridian Mortgage Group September 2002 - May 2006
Skills
Mortgage Lending, Loan Origination, Loans, Finance, Mortgage Banking, Credit, Mortgage Underwriting, FHA, Underwriting, Consumer Lending, Loss Mitigation, Refinance, Banking, Foreclosures, Residential Mortgages, Credit Analysis, Commercial Lending, Due Diligence, Risk Management, Short Sales, Financial Analysis, Financial Services, Loan Servicing, Investment Properties, Mortgage Servicing, Financial Risk, Portfolio Management, Credit Risk, VA loans, Commercial Mortgages, Construction Loans, USDA, Real Estate Financing, Home Equity Loans, Asset Management, Funding, Investments, Business Development, Reverse Mortgages, FHA financing, Retail Banking, Commercial Banking, Strategic Financial..., Financial Structuring, Credit Cards, Executive Management, Relationship Management, Anti Money Laundering, USA PATRIOT Act
Education
University of Phoenix 2006 — 2008
MBA, Business Administration
University of Phoenix 2006 — 2008
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Financial Services Professional March 2013 - Present
SolomonEdwardsGroup/ Promontory Financial Group August 2011 - February 2013
Chase Home Finance September 2010 - September 2011
Wells Fargo Home Mortgage November 2009 - November 2010
Telhio Credit Union May 2006 - November 2009
First Meridian Mortgage Group September 2002 - May 2006
Skills
Mortgage Lending, Loan Origination, Loans, Finance, Mortgage Banking, Credit, Mortgage Underwriting, FHA, Underwriting, Consumer Lending, Loss Mitigation, Refinance, Banking, Foreclosures, Residential Mortgages, Credit Analysis, Commercial Lending, Due Diligence, Risk Management, Short Sales, Financial Analysis, Financial Services, Loan Servicing, Investment Properties, Mortgage Servicing, Financial Risk, Portfolio Management, Credit Risk, VA loans, Commercial Mortgages, Construction Loans, USDA, Real Estate Financing, Home Equity Loans, Asset Management, Funding, Investments, Business Development, Reverse Mortgages, FHA financing, Retail Banking, Commercial Banking, Strategic Financial..., Financial Structuring, Credit Cards, Executive Management, Relationship Management, Anti Money Laundering, USA PATRIOT Act
Education
University of Phoenix 2006 — 2008
MBA, Business Administration
University of Phoenix 2006 — 2008
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Barbara Shortley's Financial Services Professional Experience February 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Financial Services Professional February 2009 - Present
Clayton August 1997 - February 2009
Mortgage Banker/S&L/MI Company January 1981 - August 1997
Skills
Loss Mitigation, Mortgage Banking, Mortgage Underwriting, secondary marketing, Operations Management, Risk Management, Secondary Market, Mortgage Lending, Underwriting, Loans, Credit, Loan Origination, FHA, Residential Mortgages, Loan Servicing, Credit Analysis, Credit Risk, Consumer Lending, Refinance, Securitization, VA loans, Mortgage Servicing, USDA, Loan Modifications, Home Equity Loans, Commercial Lending, Funding, Non-Conforming, Commercial Mortgages, Financial Risk, Construction Loans, Portfolio Management, Reverse Mortgages, Banking, Financial Structuring, FHA financing, Real Estate Financing, Financial Services, Small Business Lending, Finance, Asset Management, Structured Finance, CMBS, Capital Markets, Due Diligence, Commercial Banking
Education
Orange Coast College
Associate of Arts (A.A.), Business Administration, Management and Operations
Financial Services Professional February 2009 - Present
Clayton August 1997 - February 2009
Mortgage Banker/S&L/MI Company January 1981 - August 1997
Skills
Loss Mitigation, Mortgage Banking, Mortgage Underwriting, secondary marketing, Operations Management, Risk Management, Secondary Market, Mortgage Lending, Underwriting, Loans, Credit, Loan Origination, FHA, Residential Mortgages, Loan Servicing, Credit Analysis, Credit Risk, Consumer Lending, Refinance, Securitization, VA loans, Mortgage Servicing, USDA, Loan Modifications, Home Equity Loans, Commercial Lending, Funding, Non-Conforming, Commercial Mortgages, Financial Risk, Construction Loans, Portfolio Management, Reverse Mortgages, Banking, Financial Structuring, FHA financing, Real Estate Financing, Financial Services, Small Business Lending, Finance, Asset Management, Structured Finance, CMBS, Capital Markets, Due Diligence, Commercial Banking
Education
Orange Coast College
Associate of Arts (A.A.), Business Administration, Management and Operations
Greg McClain's Financial Services Professional Experience January 2013 - May 2015
Job Manager, Head Cashier at Lowe's Companies, Inc.
Industry Financial Services
Experience
Lowe's Companies, Inc. May 2015 - Present
Financial Services Professional January 2013 - May 2015
Various part time positions March 2013 - April 2015
Susan G. Komen for the Cure - Chicagoland Area June 2013 - January 2014
CNA July 2009 - October 2012
Bank of America September 2006 - April 2009
Bank of America October 2005 - September 2006
Edward Jones & Chase Securities June 2003 - October 2005
CNA Insurance March 1996 - May 2003
HSBC September 1990 - March 1996
Skills
Commercial Banking, Treasury Management, Cash Management, Relationship Management, Sales, New Business Development, Client Prospecting, Financial Analysis, Credit Analysis, Credit, Investments, Risk Management, Insurance, Asset Managment, Cash Flow Forecasting, Fixed Income, Coaching Staff, Staff Development, Public Speaking, Banking, Consultative Sales..., Home Improvement, Finance, Leadership, Financial Reporting, Cash Flow, Capital Markets, Analysis, Loans, Financial Services, Forecasting, Treasury
Education
The University of Chicago - Booth School of Business
MBA
Miami University
BS
Lehman HS
Lowe's Companies, Inc. May 2015 - Present
Financial Services Professional January 2013 - May 2015
Various part time positions March 2013 - April 2015
Susan G. Komen for the Cure - Chicagoland Area June 2013 - January 2014
CNA July 2009 - October 2012
Bank of America September 2006 - April 2009
Bank of America October 2005 - September 2006
Edward Jones & Chase Securities June 2003 - October 2005
CNA Insurance March 1996 - May 2003
HSBC September 1990 - March 1996
Skills
Commercial Banking, Treasury Management, Cash Management, Relationship Management, Sales, New Business Development, Client Prospecting, Financial Analysis, Credit Analysis, Credit, Investments, Risk Management, Insurance, Asset Managment, Cash Flow Forecasting, Fixed Income, Coaching Staff, Staff Development, Public Speaking, Banking, Consultative Sales..., Home Improvement, Finance, Leadership, Financial Reporting, Cash Flow, Capital Markets, Analysis, Loans, Financial Services, Forecasting, Treasury
Education
The University of Chicago - Booth School of Business
MBA
Miami University
BS
Lehman HS
Michael J Kula's Financial Services Professional Experience January 2012 - January 2013
Job ServiceLink Division President
Industry Financial Services
Experience
ServiceLink, A Black Knight Company September 2015 - Present
IBM January 2013 - Present
Financial Services Professional January 2012 - January 2013
Lloyds Banking Group September 2010 - December 2011
Lloyds Banking Group October 2009 - September 2010
Lloyds Banking Group April 2009 - October 2009
Wachovia/Wells Fargo June 2008 - February 2009
Bank of America June 2004 - June 2008
Washington Mutual June 2001 - June 2004
PNC Mortgage Company (acquired by Washington Mutual) November 1999 - April 2001
Education
Central Michigan University 1976 — 1980
Bachelor of Science in Business Administration, Accounting and Marketing
Arizona State University 1977 — 1978
ServiceLink, A Black Knight Company September 2015 - Present
IBM January 2013 - Present
Financial Services Professional January 2012 - January 2013
Lloyds Banking Group September 2010 - December 2011
Lloyds Banking Group October 2009 - September 2010
Lloyds Banking Group April 2009 - October 2009
Wachovia/Wells Fargo June 2008 - February 2009
Bank of America June 2004 - June 2008
Washington Mutual June 2001 - June 2004
PNC Mortgage Company (acquired by Washington Mutual) November 1999 - April 2001
Education
Central Michigan University 1976 — 1980
Bachelor of Science in Business Administration, Accounting and Marketing
Arizona State University 1977 — 1978
Adam Rooney's Financial Services Professional Experience June 2010 - August 2010
Job Sales Associate
Industry Real Estate
Experience
Moore Corporate Real Estate December 2010 - Present
Financial Services Professional June 2010 - August 2010
Skills
Real Estate, Customer Service, Sales, Negotiation, Selling, Contract Negotiation, New Business Development, Microsoft Excel, PowerPoint, Corporate Real Estate, Marketing, Relocation, Commercial Real Estate, Residential Homes, Microsoft Word, Investment Properties
Education
State University of New York College at Geneseo 2007 — 2011
State University of New York at Geneseo School of Business
Bachelor of Arts, Business Administration; Business, Marketing, Business and Economic Statistics
Moore Corporate Real Estate December 2010 - Present
Financial Services Professional June 2010 - August 2010
Skills
Real Estate, Customer Service, Sales, Negotiation, Selling, Contract Negotiation, New Business Development, Microsoft Excel, PowerPoint, Corporate Real Estate, Marketing, Relocation, Commercial Real Estate, Residential Homes, Microsoft Word, Investment Properties
Education
State University of New York College at Geneseo 2007 — 2011
State University of New York at Geneseo School of Business
Bachelor of Arts, Business Administration; Business, Marketing, Business and Economic Statistics
Michelle Hipskind's Financial Services Professional Experience April 2013 - Present
Job Financial Service Professional
Industry Financial Services
Experience
Financial Services Professional April 2013 - Present
Fort Wayne Museum of Art June 2010 - March 2011
Tower Bank November 2006 - May 2010
Harris Kayot Marine, LLC 2003 - 2005
Harris Kayot Marine, LLC 2003 - 2005
Skills
Public Speaking, Non-profits
Education
Indiana University Bloomington 1982 — 1986
Financial Services Professional April 2013 - Present
Fort Wayne Museum of Art June 2010 - March 2011
Tower Bank November 2006 - May 2010
Harris Kayot Marine, LLC 2003 - 2005
Harris Kayot Marine, LLC 2003 - 2005
Skills
Public Speaking, Non-profits
Education
Indiana University Bloomington 1982 — 1986
Kelli-Chau Le's Financial Services Professional Experience April 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Financial Services Professional April 2013 - Present
Skills
Retirement Planning, Retirement, Fixed Annuities, Mutual Funds, Series 7, Strategic Financial..., Investments, Series 63, Securities, Wealth Management, Life Insurance, Disability Insurance, Insurance, Estate Planning, Long-term Care
Education
Louisiana State University 1998 — 2002
Psychology, Arts
Financial Services Professional April 2013 - Present
Skills
Retirement Planning, Retirement, Fixed Annuities, Mutual Funds, Series 7, Strategic Financial..., Investments, Series 63, Securities, Wealth Management, Life Insurance, Disability Insurance, Insurance, Estate Planning, Long-term Care
Education
Louisiana State University 1998 — 2002
Psychology, Arts
Julia Cassata's Financial Services Professional Experience December 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Financial Services Professional December 2012 - Present
Skills
Mortgage Underwriting, Mortgage Lending, Paralegals, Residential Mortgages, Mortgage Servicing
Education
Bishop kearney
Monroe Community College
Financial Services Professional December 2012 - Present
Skills
Mortgage Underwriting, Mortgage Lending, Paralegals, Residential Mortgages, Mortgage Servicing
Education
Bishop kearney
Monroe Community College
Terrence Callahan's Financial Services Professional Experience December 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Financial Services Professional December 2014 - Present
Wells Fargo Advisors February 2012 - December 2014
Wells Fargo November 2010 - February 2012
Education
University of Iowa
Bachelor's Degree, English
Financial Services Professional December 2014 - Present
Wells Fargo Advisors February 2012 - December 2014
Wells Fargo November 2010 - February 2012
Education
University of Iowa
Bachelor's Degree, English